Hua Er Jie Jian Wen·2025-12-03 16:00Core Insights - Microsoft has lowered sales targets for certain AI products due to slower-than-expected adoption by enterprise customers [1][2] - The adjustment reflects a cautious attitude among clients regarding increased AI budgets, leading to a revision of sales strategies [1][2] Group 1: Company-Specific Adjustments - Microsoft Azure's sales team failed to meet targets for the fiscal year ending June, prompting a rare reduction in specific product sales quotas [1] - The sales target for the Foundry product was initially set for a 50% increase but was later revised down to approximately 25% due to low achievement rates [1] - Following the news, Microsoft's stock price dropped by 2.9%, marking its largest decline since November 18, before recovering to a 1.7% drop after clarifications [1] Group 2: Industry-Wide Challenges - The adjustment highlights common challenges faced by enterprises in deploying advanced AI tools, including difficulties in quantifying cost savings and verifying reliability in high-stakes sectors [2] - Other companies, such as OpenAI, have also significantly reduced revenue forecasts for AI-related products, indicating broader industry challenges [2][4] - Salesforce and similar companies are offering substantial discounts to attract customers to their AI products, reflecting the struggle to drive adoption [4] Group 3: Case Studies and Real-World Feedback - The case of private equity firm Carlyle illustrates the practical challenges of implementing AI tools, as they reported difficulties in data extraction from other business systems using Microsoft's Copilot Studio [3] - Carlyle has reduced spending on AI tools as part of a broader optimization strategy, indicating a trend among companies to reassess their AI investments [3]